Global Community

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.

US$5.30

75.8% undervalued

Revenue growth p.a.

New

PayPal Holdings

Zwfis

Community Contributor

PayPal's Future Growth Through Venmo and Merchant Solutions

"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.

US$105.25

34.2% undervalued

7.22%

Revenue growth p.a.

New

IREN

BlackGoat

Community Contributor

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.

US$26.54

9.7% overvalued

30.00%

Revenue growth p.a.

27 days ago

Cadeler

Mandelman

Community Contributor

Cadeler set to grow with market.

NOK 95.36

46.4% undervalued

30.00%

Revenue growth p.a.

Updated

Load previous narratives

Praemium

Key Takeaways Rising regulatory demands and client concentration expose the company to higher costs and volatile revenue, threatening margin stability and earnings predictability. Shifting investor preferences and stronger fintech competition risk eroding core revenue streams unless significant innovation and platform relevance are achieved.

Consensus Narrative from 6 Analysts

Rising Regulatory Hurdles And Fintech Shifts Will Erode Prospects

AU$0.78

1.1% overvalued

7.58%

Revenue growth p.a.

New

Close the Loop

Key Takeaways Expansion into new markets and focus on recurring revenues position the company to benefit from global sustainability trends and regulatory changes. Operational improvements, proprietary technologies, and one-off cost reductions are expected to drive higher margins and more predictable profitability.

Consensus Narrative from 1 Analyst

Global ITAD And Packaging Expansion Will Deliver Future Success

AU$0.10

71.0% undervalued

6.77%

Revenue growth p.a.

New

AUTO1 Group

Key Takeaways Shifting industry dynamics and evolving consumer mobility preferences threaten AUTO1's growth outlook and hamper its ability to scale profitably. Rising competition, regulatory burdens, and high spending pressure margins and challenge sustained earnings improvement.

Consensus Narrative from 13 Analysts

Tightening EU Regulations And EV Adoption Will Pressure Legacy Inventory

€20.59

30.6% overvalued

10.91%

Revenue growth p.a.

New

JELD-WEN Holding

Key Takeaways Persistent volume declines and evolving construction trends threaten core revenue streams, with demographic and affordability pressures curbing long-term market growth. High financial leverage and operational inefficiencies, combined with rising costs and competitive threats, limit flexibility and diminish prospects for sustainable margin recovery.

Consensus Narrative from 7 Analysts

Aging Demographics And Rising Costs In North America And Europe Will Cripple Construction

US$2.35

170.6% overvalued

-1.47%

Revenue growth p.a.

New

Austal

Key Takeaways Austal's strategic shift to new U.S. programs and facilities promises robust future revenue and strong cash flow. Strategic shipbuilding agreements and expansion in Australasia are poised for significant long-term growth and improved financial stability.

Consensus Narrative from 5 Analysts

Shipbuilding Agreement In Australia Will Open $20 Billion Opportunities

AU$6.70

13.2% overvalued

15.19%

Revenue growth p.a.

Updated

Liberty Broadband

Key Takeaways Structural simplification from the Charter acquisition and ongoing share repurchases support earnings visibility and drive value creation. Investments in fiber and high-speed broadband position assets to capture increased demand, fueling sustainable, long-term revenue and margin growth.

Consensus Narrative from 2 Analysts

Fiber Infrastructure Upgrades Will Improve Connectivity Despite Integration Risks

Key Takeaways Leadership in home-based care and high-growth medical categories positions Owens & Minor for strong, recurring revenue and margin gains. Investments in automation, IT, and focused M&A enhance operating leverage, supporting faster cash flow growth and increased long-term contract wins.

US$99.00

38.7% undervalued

2.58%

Revenue growth p.a.

Updated

Owens & Minor

AnalystHighTarget

Consensus Narrative from 6 Analysts

Home-based Care Expansion Will Drive Secular Growth

US$7.00

23.9% undervalued

-41.55%

Revenue growth p.a.

New

Phoenix Mecano

Key Takeaways Focused investment in automation, digitalization, and high-value product innovation is set to enhance operational efficiency, margins, and long-term revenue quality. Targeting niche growth markets and expanding Southeast Asian manufacturing reduces global risks and positions the company for accelerated growth as end-markets rebound.

Consensus Narrative from 4 Analysts

Digitalization And Southeast Asia Expansion Will Secure Efficient Operations

CHF 515.16

18.5% undervalued

1.93%

Revenue growth p.a.

New

EML Payments

Key Takeaways Regulatory pressures, legal costs, and security risks threaten to compress margins and constrain earnings growth for EML Payments over time. Evolving digital payments, aggressive competition, and adoption of central bank digital currencies could erode EML's market share and undermine its revenue base.

Consensus Narrative from 5 Analysts

European Regulation And Digital Shifts Will Disrupt Legacy Payments